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Moving information between sets of spreadsheets

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    Moving information between sets of spreadsheets

    Hi there,

    I am currently working on a performance monitor for work. We currently have set objectives and I have created a document that front line staff input their monthly stats and receive a monthly and YTD rating based on their performance.

    What I now want to do is create a managers form that pulls the information together. The managers document will have a 'front page' worksheet that shows the team average for each graded area in each month, and then a tab per team member that has their individual stats and ratings.

    Is there anyway to set this up so that if staff change teams they just need to drop their spreadsheet in the new teams folder and the managers document will automatically update.

    Or would blank spreadhsheets need to be used for the staff to copy their data into? (I'd rather avoid this as it requires more work and management than a drag and drop)

    Thanks
    Adam

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    Re: Moving information between sets of spreadsheets

    Basically you want a manager to see the information for all the files in his team's folder. So if employee XYZ001 gets transferred from Team 01 to Team 02, you drag the spreadsheet XYZ001.xlsx from Folder Team 01 to Folder Team 02. Then the manager from Team 02 will have a workbook and in this workbook is a sheet for each employee. That's about 90% of the definition. We'll still need to see what a sample evaluation sheet looks like, and indicate what fields need to be "averaged."

    Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

    Remember to desensitize the data.

    Click on GO ADVANCED and then scroll down to Manage Attachments to open the upload window.
    One spreadsheet to rule them all. One spreadsheet to find them. One spreadsheet to bring them all and at corporate, bind them.

    A picture is worth a thousand words, but a sample spreadsheet is more likely to be worked on.

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    Re: Moving information between sets of spreadsheets

    Hi thanks for the response.

    After some internet searching I feel like the easiest way to do it is using VBA (something i have next to no experience of)
    I posted a second thread in the VBA forum here:

    https://www.excelforum.com/excel-pro...ml#post4675599

    I've put a couple example spreadsheets on there. If the VBA can populate the sheets then I can sort the averages out manually (unless there's a neater way) I just dont know how to make the process automatic.

    Let me know if you need me to put any more details in?

    Thanks

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    Re: Moving information between sets of spreadsheets

    I dont know if it helps but the spreadsheets would only be updated once a month, however staff receive their reviews staggered through the month. I'm not sure if it would be best to have a submission system so staff tell excel to update their managers stats after they do theirs, or where managers tell their sheet to update as they use it. Or if its best to just have an automatic process that updates every time the manager sheet is opened.

    Also if the sheet could detect it's own file path and search for the folder name EO_121 DATA in that path (which is where the team spreadsheets would be) just because there are over 30 teams and while i could change each managers one to reflect the file path it is in, it would be helpful if i could just copy and paste the team folders in the correct areas. It would allow for business growth and also directory changes if the s:\ drive gets organised again.
    Last edited by KidZest; 06-13-2017 at 03:20 PM.

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